MCDANIEL TERRY & CO 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
MT MCDANIEL TERRY & CO | Institutional Filer | ▲ 2.50% | $1.18B | 81 |
Current Portfolio Holdings
Showing all 81 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft Corporation | Technology | 296K | $109.5M | 9.30% |
| 2 | TSM | Taiwan Semiconductor Manufacturing Company Limited | Technology | 275K | $93.0M | 7.90% |
| 3 | AAPL | Apple Inc. | Technology | 350K | $88.8M | 7.55% |
| 4 | NDSN | Nordson Corporation | Industrials | 234K | $62.3M | 5.29% |
| 5 | APH | Amphenol Corporation | Technology | 403K | $50.9M | 4.32% |
| 6 | ITW | Illinois Tool Works Inc. | Industrials | 185K | $48.2M | 4.09% |
| 7 | DCI | Donaldson Company, Inc. | Industrials | 553K | $47.0M | 3.99% |
| 8 | JNJ | Johnson & Johnson | Healthcare | 186K | $45.5M | 3.86% |
| 9 | DOV | Dover Corporation | Industrials | 215K | $44.9M | 3.81% |
| 10 | PCAR | PACCAR Inc | Industrials | 385K | $44.5M | 3.78% |
| 11 | ECL | Ecolab Inc. | Basic Materials | 164K | $43.7M | 3.71% |
| 12 | ADP | Automatic Data Processing, Inc. | Industrials | 192K | $39.1M | 3.32% |
| 13 | EMR | Emerson Electric Co. | Industrials | 283K | $37.1M | 3.15% |
| 14 | KO | The Coca-Cola Company | Consumer Defensive | 440K | $33.5M | 2.84% |
| 15 | ISRG | Intuitive Surgical, Inc. | Healthcare | 68K | $31.5M | 2.68% |
Showing 1 to 15 of 81 holdings